Jim Ruta, president and head coach, AdvisorCRAFT, explains how to use annual reviews to gain new business and provide optimum service for your current clients. This is the first of a 10-part weekly series Ruta’s Rules, in which Ruta serves up specific, actionable tips to take your practice to the next level. He spoke at the TMX Broadcast Centre in Toronto.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office